-24.5%
KVUE vs VICR
+378.5%
-403.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.2% | -11.2% | +0.1% |
| 7D | -5.1% | +5.0% | -10.1% | -5.0% |
| 30D | -6.3% | -12.5% | +6.2% | -6.5% |
| 3M | -0.5% | -33.6% | +33.1% | -0.9% |
| 6M | +3.1% | +10.7% | -7.6% | +2.6% |
| YTD | +6.7% | +80.6% | -73.9% | +6.4% |
| 1Y | -1.1% | +288.4% | -289.5% | -1.3% |
| 3Y | -8.7% | +213.8% | -222.5% | -10.0% |
| All | -24.5% | +378.5% | -403.0% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VICR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling